HK Stock Market Move | Optical communication concept stocks strengthen, YOFC (06869) rose more than 11%, Cig Shanghai (06166) rose more than 7%.

Concept stocks related to optical communication are performing well. As of the time of writing, YOFC(06869) has risen by 11.25% to 158.2 Hong Kong dollars; TIME INTERCON(01729) has risen by 8.28% to 16.61 Hong Kong dollars; Cig Shanghai(06166) has risen by 7.32% to 78.45 Hong Kong dollars. In terms of news, the American optical communication technology company Applied Optoelectronics Inc. has announced that it has received the first batch of mass production orders for a 1.6T data center optical transceiver from a major long-term customer, with a value exceeding 200 million US dollars. In addition, the 2026 Optical Fiber Communication Conference and Exhibition (OFC) will be held at the Los Angeles Convention Center from March 17th to 19th, with the technical conference starting on March 15th. The conference will focus on AI-driven exabyte data center networks, hollow-core fiber ultra-low latency transmission, interstellar laser communication, and other cutting-edge directions, attracting tech giants such as Huawei, ZTE, and NVIDIA to participate. According to Open Source Securities, as of March 4th, the price of G.652.D single-mode optical fiber has risen from 18 yuan/kilometer before New Year's Day to 85~120 yuan/kilometer, an increase of nearly 650%; the price of G.657.A1 single-mode optical fiber has risen from 23 yuan/kilometer to 115~135 yuan/kilometer, an increase of nearly 487%. Industrial points out that the valuation system of optical communication enterprises is expected to shift from "cyclical manufacturing" to "core growth". It is currently a golden window for laying out core assets in AI computing infrastructure, with a firm belief in the long-term main line opportunities of leading optical module companies and the entire industry chain.